See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,338 | $131,829-75.5% | $108,579-70.2% | $273,961-88.2% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.6%-2.6pp | 83.0%-6.1pp |
| Annual return | 4.87% | -91.57%+96.4pp | -51.70%+56.6pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,852 | $4,912-62.3% | $3,758-50.7% | $4,869-62.0% |
| Participant deferral / active EE | $2,610 | $5,127-49.1% | $4,311-39.5% | $5,287-50.6% |
| Admin fee / account holder | $3,371 | $10,252-67.1% | $7,645-55.9% | $10,132-66.7% |